Zoominfo

FEBRUARY 12, 2019

In order to convert leads into paying customers, you must have a comprehensive lead management process in place. But, the process of lead management is every bit as multilayered and complex as the modern buyer’s journey. What is lead management? Think of lead management like a house of cards.

Lead Ranking 172

Lead Ranking Work Management Lead Management Marketing Management 172

Zoominfo

FEBRUARY 12, 2019

In order to convert leads into paying customers, you must have a comprehensive lead management process in place. But, the process of lead management is every bit as multilayered and complex as the modern buyer’s journey. What is lead management? Think of lead management like a house of cards.

Lead Ranking 100

Lead Ranking Work Management Lead Management Marketing Management 100

Capstone Insights

OCTOBER 1, 2017

In my last post , I framed out the three main lead management approaches in B2B SaaS. and CRM your sales team has ( Salesforce , Dynamics , Oracle Sales Cloud , GoldMine , etc.). Data management. Marketing automation platforms also write back to the CRM when there are data changes (e.g. Interaction management.

Lead Management 40

Lead Management Lead Ranking De-duplication Lead Scoring 40

Capstone Insights

OCTOBER 1, 2017

In my last post , I framed out the three main lead management approaches in B2B SaaS. and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.). As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged.

Lead Management 40

Lead Management De-duplication Lead Ranking Lead Scoring 40

Capstone Insights

OCTOBER 1, 2017

In my last post , I framed out the three main lead management approaches in B2B SaaS. and CRM your sales team has (Salesforce, Dynamics, Oracle Sales Cloud, GoldMine, etc.). As such, when two or more leads or contacts are pulled back from the CRM for the same person (think same email address) they are merged.

De-duplication 40

De-duplication Lead Ranking Lead Management Work Management 40

LeanData

APRIL 17, 2017

Ask anyone who works with a CRM system or marketing automation platform about their No. Duplicate records. It’s why the desire to eliminate duplicates is a constant topic of conversation. When asked what lead management capability they would like to have but do not possess currently, 57.5 Should they care?

De-duping 53

De-duping De-duplication Enterprise Management Work Management 53

DealSignal

MARCH 11, 2019

A few years back, I attended a three-hour “vendor shoot out” between two CRM vendors hosted by an IT services firm. The consultants ran through a series of standard CRM processes including lead management, dashboards, record customization by the site admin, and Outlook integration. The math behind data decay.

Enterprise Management 78

Enterprise Management Marketing Automation Services Data Hygiene De-duplication 78